FengHe Fund Management Pte
Latest statistics and disclosures from FengHe Fund Management Pte's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AMD, LITE, ALAB, TTMI, and represent 34.67% of FengHe Fund Management Pte's stock portfolio.
- Added to shares of these 10 stocks: LITE (+$72M), TSM (+$71M), TTMI (+$54M), ADI (+$50M), INTC (+$39M), CIEN (+$37M), BA (+$35M), GLW (+$33M), FUTU (+$33M), APH (+$23M).
- Started 16 new stock positions in SNPS, ADI, LITE, GOOGL, FUTU, QCOM, SNDK, HII, TTMI, BA. YMM, AMAT, GLW, FNV, INTC, CIEN.
- Reduced shares in these 10 stocks: ALAB (-$168M), CRDO (-$77M), APP (-$62M), , U (-$26M), ALB (-$17M), MRVL (-$15M), BTDR, AMD, VSCO.
- Sold out of its positions in OLED, VSCO, BTDR.
- FengHe Fund Management Pte was a net buyer of stock by $204M.
- FengHe Fund Management Pte has $1.1B in assets under management (AUM), dropping by 79.54%.
- Central Index Key (CIK): 0001660531
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Portfolio Holdings for FengHe Fund Management Pte
FengHe Fund Management Pte holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $99M | +253% | 354k | 279.29 |
|
| Advanced Micro Devices (AMD) | 8.4 | $92M | 567k | 161.79 |
|
|
| Lumentum Hldgs (LITE) | 6.6 | $72M | NEW | 441k | 162.71 |
|
| Astera Labs (ALAB) | 5.8 | $63M | -72% | 324k | 195.80 |
|
| TTM Technologies (TTMI) | 4.9 | $54M | NEW | 940k | 57.60 |
|
| Analog Devices (ADI) | 4.5 | $50M | NEW | 202k | 245.70 |
|
| Coherent Corp (COHR) | 3.9 | $43M | +15% | 395k | 107.72 |
|
| Marvell Technology (MRVL) | 3.8 | $42M | -25% | 501k | 84.07 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $42M | +43% | 223k | 186.58 |
|
| Intel Corporation (INTC) | 3.6 | $39M | NEW | 1.2M | 33.55 |
|
| Barrick Mng Corp Com Shs (B) | 3.5 | $38M | +19% | 1.2M | 32.77 |
|
| Amphenol Corp Cl A (APH) | 3.5 | $38M | +150% | 309k | 123.75 |
|
| Ciena Corp Com New (CIEN) | 3.3 | $37M | NEW | 250k | 145.67 |
|
| Boeing Company (BA) | 3.2 | $35M | NEW | 164k | 215.83 |
|
| Corning Incorporated (GLW) | 3.0 | $33M | NEW | 406k | 82.03 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.0 | $33M | NEW | 187k | 173.91 |
|
| Albemarle Corporation (ALB) | 2.4 | $26M | -39% | 318k | 81.08 |
|
| Cadence Design Systems (CDNS) | 2.2 | $24M | 69k | 351.26 |
|
|
| Coinbase Global Com Cl A (COIN) | 2.2 | $24M | +119% | 70k | 337.49 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.1 | $23M | +175% | 131k | 178.73 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 2.0 | $22M | -77% | 154k | 145.61 |
|
| Huntington Ingalls Inds (HII) | 1.9 | $21M | NEW | 73k | 287.91 |
|
| Applied Materials (AMAT) | 1.8 | $20M | NEW | 98k | 204.74 |
|
| Unity Software (U) | 1.6 | $18M | -59% | 448k | 40.04 |
|
| Franco-Nevada Corporation (FNV) | 1.4 | $16M | NEW | 70k | 222.91 |
|
| Weride Sponsored Ads (WRD) | 1.3 | $14M | 1.4M | 9.90 |
|
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 1.2 | $13M | +62% | 470k | 28.13 |
|
| Synopsys (SNPS) | 1.2 | $13M | NEW | 26k | 493.39 |
|
| Qualcomm (QCOM) | 1.0 | $11M | NEW | 68k | 166.36 |
|
| Sandisk Corp (SNDK) | 1.0 | $11M | NEW | 97k | 112.20 |
|
| Tal Education Group Sponsored Ads (TAL) | 0.9 | $9.9M | +12% | 882k | 11.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.8M | NEW | 32k | 243.10 |
|
| Jd.com Spon Ads Cl A (JD) | 0.7 | $7.5M | +106% | 215k | 34.98 |
|
| Applovin Corp Com Cl A (APP) | 0.4 | $4.0M | -94% | 5.5k | 718.54 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 0.1 | $1.5M | NEW | 119k | 12.97 |
|
Past Filings by FengHe Fund Management Pte
SEC 13F filings are viewable for FengHe Fund Management Pte going back to 2020
- FengHe Fund Management Pte 2025 Q3 filed Oct. 24, 2025
- FengHe Fund Management Pte 2025 Q2 filed July 18, 2025
- FengHe Fund Management Pte 2024 Q4 filed Jan. 31, 2025
- FengHe Fund Management Pte 2024 Q3 filed Nov. 7, 2024
- FengHe Fund Management Pte 2024 Q2 filed July 26, 2024
- FengHe Fund Management Pte 2024 Q1 filed May 13, 2024
- FengHe Fund Management Pte 2023 Q4 filed Jan. 22, 2024
- FengHe Fund Management Pte 2023 Q3 filed Oct. 19, 2023
- FengHe Fund Management Pte 2023 Q2 filed Aug. 3, 2023
- FengHe Fund Management Pte 2023 Q1 filed April 20, 2023
- FengHe Fund Management Pte 2022 Q4 filed Jan. 27, 2023
- FengHe Fund Management Pte 2022 Q3 filed Nov. 4, 2022
- FengHe Fund Management Pte 2022 Q2 filed Aug. 15, 2022
- FengHe Fund Management Pte 2022 Q1 filed May 5, 2022
- FengHe Fund Management Pte 2021 Q4 filed Feb. 14, 2022
- FengHe Fund Management Pte 2021 Q3 filed Nov. 3, 2021